Since the conversion process utilizes the QuickBooks integration service, it is important to ensure that the QuickBooks version and data is as up to date as possible to accommodate the conversion utility
Currently Spire-QBImport works to convert data from a QuickBooks Desktop company file into a new Spire company database. It does not yet support conversion from QuickBooks Online.
It does not import data from QuickBooks into an existing Spire company database
The Spire-QBImport utility converts the QuickBooks database to a Spire version 3.7 level database. If the target Spire version is newer than this, then it will also be necessary to use the Upgrade Database option in Spire Server Admin to update the database resulting from the conversion to match the schema for the target version of Spire.
Conversions of small databases may take just a few minutes, large databases can take up to several hours. Because of the resources used during conversion, you will find that QuickBooks is essentially unusable while a data Conversion or Extract is happening. Therefore, it is recommended that performing this data conversion should be done at a time when live access to the QuickBooks company data is not needed.
We have found that some QuickBooks databases have data errors that have gone unnoticed, so it is strongly suggested that the Rebuild Data function is done in QuickBooks prior to conversion.
Below are some examples of QuickBooks files that won’t convert to an identical file layout in Spire, due to differences in program setup or features:
- Payroll timecards are not converted. Therefore, timecards must be entered and posted after conversion to update year-to-date employee values for T4 or ROE forms.
- General Ledger subaccounts in QuickBooks are converted to separate accounts in Spire.
- Customer Jobs in QuickBooks are converted as customer Shipping Addresses in Spire.
- Sales and Purchase Orders in QuickBooks with a Closed status could be interpreted as Open in regards to the Spire conversion process, in unique cases.